Christopher Lynch

LYNCH FINANCIAL GROUP

Camarillo, CA

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CRD#: 7337162

Professional summary

Christopher Lynch, who also goes by John Christopher Lynch,, is a registered financial advisor currently at LYNCH FINANCIAL GROUP located in Camarillo, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Christopher Lynch,

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Mr. Lynch offers fixed life and annuity products to clients and prospects. Mr. Lynch offers these services as an independent contractor basis for each insurance company he represents. All activity is conducted from Mr. Lynch's office and he spends apx. 30 hours a week in this activity. Lynch Financial Group, LLC is the business entity that Mr. Lynch markets and promotes both his advisory activities as well as his fixed insurance activity. 2. Mr. Lynch also conducts medical/Medicare insurance sales. Investment Related. 2757 barry st camarillo California 93010 United States. Working part time outside of Lynch Financial Group selling medical insurance. Start Date: 11/2023. He spends approx 80 hours a week outside of hour trading hours on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lynch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2023 - Present

LYNCH FINANCIAL GROUP

RIA

CRD#: 326983

Camarillo, CA

Past

February 11, 2021 - September 11, 2023

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

North Hollywood, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/7/2023)

IAR

Colorado
(7/25/2023)

IAR

Texas
(2/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2020

Uniform Investment Adviser Law Examination

Current Firm

LYNCH FINANCIAL GROUP

LYNCH FINANCIAL GROUP | LYNCH FINANCIAL GROUP LLC

CRD#: 326983 / SEC#:

California

Registered Investment Advisory firm - (8/7/2023 Approved)

Colorado

Registered Investment Advisory firm - (7/25/2023 Approved)

Texas

Registered Investment Advisory firm - (2/12/2024 Conditional Restricted)

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Contact information

Main Address

Denver, CO

Mailing Address

1001 Bannock St. #436, Denver, CO 80204

Phone number

(303) 619-8244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 3,848,931

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lynch's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNCH FINANCIAL GROUP

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2020

Current Firm

LYNCH FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LYNCH FINANCIAL GROUP

TRUST BUT VERIFY

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